← All themes

Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

269 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1926	Sunflower Bank Wealth Management Scottsdale, Arizona	$10.9M	-$13K	4	3.82%	Reduced
1927	Hayek Kallen Investment Management Fairhope, Alabama	$10.9M	+$324K	3	7.82%	Increased
1928	Jabre Capital Partners Geneva, Switzerland	$10.9M	-$29.6M	4	3.29%	Reduced
1929	Evergreen Capital Management Bellevue, Washington	$10.9M	-$33.3K	5	2.36%	Reduced
1930	LBC Lawrence B. Cohen	$10.9M	+$702K	6	6.5%	Increased
1931	GC Gruss & Co West Palm Beach, Florida	$10.9M	+$2.41M	3	13.12%	Increased
1932	PAM PineView Asset Management Greenwich, Connecticut	$10.9M	+$7.95M	2	4.56%	Increased
1933	IberiaBank Lafayette, Louisiana	$10.8M	+$2.72M	9	4.77%	Increased
1934	NME Notis-McConarty Edward	$10.8M	-$767K	6	7.59%	Reduced
1935	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$10.8M	-$7.91M	2	10.59%	Reduced
1936	Credit Capital Investments Livingston, New Jersey	$10.8M	-$962K	2	15.27%	Reduced
1937	Shaker Investments Cleveland, Ohio	$10.8M	-$473K	4	9.78%	Reduced
1938	MCM Matarin Capital Management New York	$10.8M	+$1.21M	3	1.46%	Increased
1939	Weik Capital Management Wyomissing, Pennsylvania	$10.8M	+$148K	4	6.43%	Increased
1940	IMA Advisory Services Denver, Colorado	$10.7M	-$1.04M	6	6.74%	Reduced
1941	Sargent Bickham Lagudis Boulder, Colorado	$10.7M	-$268K	15	1.67%	Reduced
1942	Ashford Capital Management Wilmington, Delaware	$10.7M	+$755K	4	2.4%	Increased
1943	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$10.7M	-$128K	1	4.73%	Reduced
1944	AAM Autus Asset Management Scottsdale, Arizona	$10.7M	-$699K	6	2.43%	Reduced
1945	T Tahithromos New York	$10.6M	+$10.5M	1	14.26%	New
1946	Mirador Capital Partners Pleasanton, California	$10.6M	+$1.28M	7	10.65%	Increased
1947	Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$10.6M	+$14.4K	7	6.03%	Increased
1948	KAM Kavi Asset Management New York	$10.6M	+$9.07M	2	8.47%	Increased
1949	Cornercap Investment Counsel Atlanta, Georgia	$10.5M	-$5.89M	3	2.01%	Reduced
1950	Foresters Asset Management Toronto, Ontario, Canada	$10.5M	+$10.7M	5	5.47%	New